1. Edit the dataset.
2. Click Configure Actions.
3. In the left pane, select the dataset field where you want the action menu to appear.
4. In the Record ID Field, select Opportunity Id, which is the dataset field that contains the record ID of the Opportunity object.
5. In Display Fields, select the dataset fields to show if multiple records match the action. Users can review this information to determine which Salesforce record to perform the action on. To help users identify the correct opportunity record, show Opportunity ID, Opportunity Name, Opportunity Owner, and Account Name.
6. To enable users to perform actions on a Salesforce record, select PerformSalesforce actions and then select Choose actions.
7. Select Update Opportunity.
8. Click Save.